DESCRIPTION

As part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship. The Financial Center Banker connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs while connecting customers to other Northwest financial experts who can help with their needs while ensuring an exceptional customer experience.

ESSENTIAL FUNCTIONS

Performance Metrics:

Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. Continuously strive to improve skills and knowledge through training and professional development opportunities\n

Financial Needs Assessment:

Conduct comprehensive financial assessments for customers to identify areas for improvement and opportunities for growth. Analyze customer accounts, transactions, and behaviors to offer personalized recommendations\n

Operational Soundness:

Ensure compliance with all banking regulations, policies, and procedures. Provide leadership while ensuring efficiency and accuracy in all operational activities and financial center security. Proactively identify areas for improvement and implement strategies to enhance operational effectiveness Leadership Portraying the

Northwest Bank Culture:

Deliver exceptional customer service experiences. Address customer concerns and complaints promptly and effectively, turning negative experiences into positive ones

Customer Engagement:

Initiate proactive conversations with customers to build rapport and understand their financial objectives. Utilize active listening skills to uncover opportunities to enhance their financial well-being\n

Relationship Building:

Build long-term relationships with customers by providing ongoing support and follow-up. Anticipate customer needs and proactively reach out to offer assistance and guidance\n

Compliance and Regulations:

Adhere to all bank policies, procedures, and regulatory requirements to ensure compliance and mitigate risk. Maintain confidentiality and always protect customer information\nEnsure compliance with Northwest's policies and procedures, and Federal/State regulations\nNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency\nWork as part of a team\nWork with on-site equipment\nResponsible for adherence to all security and dual control processes, daily branch tasks, and branch opening and closing tasks as needed\nComplete other duties and special projects as requested by management

KNOWLEDGE, SKILLS, AND ABILITIES

Ability to establish effective working relationships among team members and participate in solving problems and making decisions\nAbility to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written\nAbility to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information\nAbility to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information\nAbility to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:

High school diploma or equivalent preferred

Work Experience:

1 year banking and/or retail experience preferred\nSales experience preferred\nCustomer Service experience preferred Northwest is an equal opportunity employer. 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